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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,533 | $84,233-89.9% | $170,436-95.0% | $70,131-87.8% |
| Participation rate | 38.1% | 70.8%-32.7pp | 83.6%-45.5pp | 69.5%-31.4pp |
| Annual return | 33.83% | 23.06%+10.8pp | 205.94%-172.1pp | 73.14%-39.3pp |
| Employer contribution / active EE | $1,018 | $3,387-69.9% | $5,433-81.3% | $2,342-56.5% |
| Participant deferral / active EE | $1,999 | $3,086-35.2% | $4,939-59.5% | $3,332-40.0% |
| Admin fee / account holder | $765 | $5,698-86.6% | $13,880-94.5% | $4,645-83.5% |